Sundaram Flexi Cap IDCW Reinvest Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹100

Sundaram Flexi Cap IDCW Reinvest Direct Plan

NAV
₹15.0696
-0.08%
(18 Dec)
AUM
2,149 Cr
TER
0.62%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
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Compare with other fund
1Y
+5.0%
-0.2%
-2.9%
-2.9%
-5.1%
-5.1%
3Y
+13.9%
+16.1%
+22.2%
+22.2%
+21.7%
+21.7%
5Y
NA
+16.4%
NA
NA
+22.7%
+22.7%
ALL
+13.3%
+13.5%
+19.4%
+19.4%
+27.4%
+27.4%
VOL
11.7%
-
13.7%
13.7%
17.3%
17.3%
TER
0.6%
-
0.6%
0.6%
0.5%
0.5%
AUM
₹2,149 Cr
-
₹4,679 Cr
₹4,679 Cr
₹2,252 Cr
₹2,252 Cr
INFO
1.13
-
1.42
1.42
1.59
1.59
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Sundaram Flexi Cap IDCW Reinvest (DR)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 30th Nov
Top holdings
HDFC Bank Ltd
8.8%
ICICI Bank Ltd
6.5%
Reliance Industries Ltd
5.0%
Bharti Airtel Ltd
4.3%
Infosys Ltd
4.0%
Axis Bank Ltd
4.0%
State Bank of India
3.6%
Larsen & Toubro Ltd
3.6%
Kotak Mahindra Bank Ltd
3.0%
ITC Ltd
2.7%
Top industry exposure
Financial Services
29.9%
Industrials
12.6%
Consumer Cyclical
11.9%
Technology
8.9%
Consumer Defensive
8.5%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
435%
Lock-in period
-
Exit load
• 1% for redemption within 365 days
Fund objective
To generate capital appreciation by dynamically investing in a mix of equity and equity related instruments across market capitalization (i.e., large, mid and small cap stocks).
Fund manager(s)
Dwijendra Srivastava
S. Bharath
Pathanjali Srinivasan

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